CT
C icon

Coastline Trust’s Citigroup C Stock Holding History

Coastline Trust’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.14K Sell
32
-19
-37% -$2.56K ﹤0.01% 336
2026
Q2 		$7.14K Hold
51
– – ﹤0.01% 379
2026
Q1 		$5.78K Sell
51
-31
-38% -$3.53K ﹤0.01% 376
2025
Q4 		$9.57K Hold
82
– – ﹤0.01% 355
2025
Q3 		$8.32K Hold
82
– – ﹤0.01% 353
2025
Q2 		$6.98K Hold
82
– – ﹤0.01% 358
2025
Q1 		$5.82K Sell
82
-104
-56% -$7.93K ﹤0.01% 364
2024
Q4 		$13.1K Hold
186
– – ﹤0.01% 348
2024
Q3 		$11.6K Buy
+186
New +$11.5K ﹤0.01% 372

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Coastline Trust's C Position: Q3 2026 in Review

Coastline Trust reduced its Citigroup (C) stake by 37% in Q3 2026, selling an estimated $2.56K and leaving 32 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Coastline Trust first reported a position in C in Q3 2024 and has held it in 9 quarters since. The position peaked at $13.1K in Q4 2024. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Coastline Trust held 32 shares of Citigroup worth $4.14K as of Q3 2026.
  • Coastline Trust sold 19 Citigroup shares in Q3 2026, an estimated $2.56K.
  • Citigroup made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #336 holding.
  • Coastline Trust first reported a position in Citigroup in Q3 2024 and has held it in 9 quarters since.
  • Coastline Trust's Citigroup position peaked at $13.1K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.